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Schwab US Large-Cap Growth ETF

325 hedge funds and large institutions have $2.11B invested in Schwab US Large-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $297K

365% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 17

43% more funds holding in top 10

Funds holding in top 10: 2840 (+12)

23% more funds holding

Funds holding: 265325 (+60)

16% more capital invested

Capital invested by funds: $1.82B → $2.11B (+$293M)

11.62% more ownership

Funds ownership: 317.71%329.34% (+12%)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

Holders
325
Holders Change
+60
Holders Change %
+22.64%
% of All Funds
7.37%
Holding in Top 10
40
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+42.86%
% of All Funds
0.91%
New
79
Increased
103
Reduced
102
Closed
17
Calls
$1.49M
Puts
$297K
Net Calls
+$1.19M
Net Calls Change
-$576K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Apriem Advisors
California
$13.7M +$793K +92,280 +6%
Morgan Stanley
27
Morgan Stanley
New York
$13.7M +$1.14M +132,496 +9%
Ameriprise
28
Ameriprise
Minnesota
$13.6M +$113K +13,128 +0.9%
DP
29
Denver PWM
Colorado
$13.6M -$620K -72,112 -5%
RRC
30
Relaxing Retirement Coach
Massachusetts
$13.5M +$13.1M +1,524,880 New
UBS Group
31
UBS Group
Switzerland
$13.4M +$3.68M +427,616 +39%
FWP
32
FAS Wealth Partners
Kansas
$13M -$115K -13,344 -0.9%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$12.9M +$369K +42,936 +3%
PMG
34
ProVise Management Group
Florida
$12.9M +$21.1K +2,456 +0.2%
GPW
35
GFS Private Wealth
Florida
$12.8M +$12.4M +1,444,744 New
OA
36
Opes Advisors
California
$12.6M -$105K -12,200 -0.8%
SAMC
37
Spectrum Asset Management (California)
California
$12M -$789K -91,744 -6%
ML
38
McAdam LLC
Pennsylvania
$11.8M
Bank of America
39
Bank of America
North Carolina
$11.8M -$151K -17,544 -1%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$11.8M +$5.61M +653,072 +96%
VFA
41
Voya Financial Advisors
Connecticut
$11.1M -$256K -29,832 -2%
MWM
42
MinichMacGregor Wealth Management
New York
$10.9M +$122K +14,240 +1%
UCFA
43
United Capital Financial Advisors
Texas
$10.5M +$94.3K +10,968 +0.9%
HA
44
Harborview Advisors
Maine
$9.99M +$9.72M +1,130,728 New
RAG
45
Roof Advisory Group
Pennsylvania
$9.99M +$9.72M +1,130,592 New
OCM
46
One Capital Management
California
$8.76M -$441K -51,264 -5%
CAN
47
Cetera Advisor Networks
California
$8.53M +$2.82K +328 +0%
GIA
48
GHP Investment Advisors
Colorado
$7.99M +$270K +31,416 +4%
Jane Street
49
Jane Street
New York
$7.61M -$1.24M -144,288 -14%
MA
50
MUFG Americas
New York
$7.59M -$526K -61,192 -7%

SCHG Hedge Fund Activity: Q4 2017 in Review

325 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2017, worth a combined $2.11B — up 16% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SCHG positions and 17 closed out — a net gain of 62 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Mariner, adding an estimated $51.8M. The largest seller was Avantax Planning Partners, cutting an estimated $46.9M.

  • 325 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2017, up from 265 in Q3 2017.
  • Funds reported $2.11B of Schwab US Large-Cap Growth ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 79 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2017 and 17 closed out, a net change of +62 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2017 was Mariner, an estimated $51.8M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $46.9M sold.

Based on aggregated 13F filings for Q4 2017.